See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,002 | $190,805-97.9% | $159,960-97.5% | $134,475-97.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.43% | 552.23%-568.7pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,454 | $4,995-70.9% | $4,226-65.6% | $4,740-69.3% |
| Participant deferral / active EE | $1,622 | $6,923-76.6% | $6,182-73.8% | $6,400-74.7% |
| Admin fee / account holder | $179 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |